Purchases and Sales Made in Q2 2024 in Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q2 2024. The information is specifically focused on institutions that hold shares of CATERPILLAR INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
945+ 23.7% |
$304K - $358K
|
4.93K
$1.98M
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
944+ 147.73% |
$303K - $358K
|
1.58K
$637K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
939New |
$302K - $356K
|
939
$378K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
933+ 34.66% |
$300K - $354K
|
3.63K
$1.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
933New |
$300K - $354K
|
933
$375K
|
|
|
Aug 07, 2024
Q2 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
924+ 20.55% |
$297K - $350K
|
5.42K
$2.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Castellan Group
Louisville, KY |
BUY
|
- |
923+ 6.51% |
$297K - $350K
|
15.1K
$6.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
913+ 0.72% |
$294K - $346K
|
128K
$51.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
897+ 157.37% |
$288K - $340K
|
1.47K
$590K
|
|
|
Aug 08, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
890New |
$286K - $338K
|
890
$358K
|
|
|
Aug 12, 2024
Q2 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
890New |
$286K - $338K
|
890
$358K
|
|
|
Aug 01, 2024
Q2 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
876New |
$282K - $332K
|
876
$352K
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
874+ 3.1% |
$281K - $332K
|
29.1K
$11.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
872+ 78.35% |
$280K - $331K
|
1.99K
$798K
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
869New |
$279K - $330K
|
869
$349K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
847+ 4.27% |
$272K - $321K
|
20.7K
$8.31M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
846+ 66.25% |
$272K - $321K
|
2.12K
$854K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
841+ 16.31% |
$270K - $319K
|
6K
$2.41M
|
|
|
Sep 10, 2024
Q2 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
837New |
$269K - $317K
|
837
$337K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
832+ 4.64% |
$267K - $316K
|
18.8K
$7.54M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
831+ 15.0% |
$267K - $315K
|
6.37K
$2.56M
|
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
828+ 8.55% |
$266K - $314K
|
10.5K
$4.23M
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
827+ 3.33% |
$266K - $314K
|
25.7K
$10.3M
|
|
|
Aug 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
826+ 2.75% |
$266K - $313K
|
30.8K
$12.4M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
825New |
$265K - $313K
|
825
$332K
|
|
|
Aug 20, 2024
Q2 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
825+ 8.11% |
$265K - $313K
|
11K
$4.42M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
820+ 2.37% |
$264K - $311K
|
35.4K
$14.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
809+ 6.57% |
$260K - $307K
|
13.1K
$5.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
806+ 23.0% |
$259K - $306K
|
4.31K
$1.73M
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
805+ 292.73% |
$259K - $305K
|
1.08K
$434K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
800+ 1.91% |
$257K - $303K
|
42.7K
$17.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
797New |
$256K - $302K
|
797
$321K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
792+ 29.91% |
$255K - $300K
|
3.44K
$1.38M
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
788+ 1.09% |
$253K - $299K
|
73.2K
$29.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
780+ 116.59% |
$251K - $296K
|
1.45K
$583K
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
778New |
$250K - $295K
|
778
$313K
|
|
|
Jul 19, 2024
Q2 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
773New |
$248K - $293K
|
773
$311K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
744+ 46.68% |
$239K - $282K
|
2.34K
$940K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
744+ 74.47% |
$239K - $282K
|
1.74K
$701K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
741+ 44.72% |
$238K - $281K
|
2.4K
$964K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
741+ 4.06% |
$238K - $281K
|
19K
$7.64M
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
738+ 21.1% |
$237K - $280K
|
4.24K
$1.7M
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
738New |
$237K - $280K
|
738
$297K
|
|
|
Aug 13, 2024
Q2 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
721+ 1.7% |
$232K - $273K
|
43K
$17.3M
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
716+ 22.72% |
$230K - $272K
|
3.87K
$1.56M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
713+ 31.33% |
$229K - $270K
|
2.99K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
713+ 8.92% |
$229K - $270K
|
8.7K
$3.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
713+ 124.0% |
$229K - $270K
|
1.29K
$518K
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
BUY
|
- |
711+ 2.03% |
$229K - $270K
|
35.7K
$14.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
711+ 1.79% |
$229K - $270K
|
40.5K
$16.3M
|